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New Member
posted Feb 12, 2021 3:33:50 PM

Hello! Need to complete 8915-E. Can you assist.

How do I complete 8915-E form

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3 Replies
Level 15
Feb 12, 2021 3:35:05 PM

See below for a link to sign up for an email when the form is ready.

This form is necessary to report COVID related distributions from IRA's and other retirement plans to report the distribution, pay it back over 3 years or spread the tax over 3 years.

A COVID-19 related distribution is reported on a new 8915-E form.

See this TurboTax FAQ to sign up for an e-mail when the form is ready.
https://ttlc.intuit.com/community/tax-topics/help/why-am-i-getting-getting-a-10-penalty-on-my-1099-r-when-i-withdrew-fund-during-covid-form-8915-e/01/1842324

Level 1
Feb 12, 2021 4:29:45 PM

For some reason even though the draft has been available for WEEKS now (to use for prep) and the final version came from the IRS Feb 11th,  it says turbotax won't have it until FEB 24  THIRTEEN DAYS later. Im waiting also. No clue what the hold up is. :(

Level 15
Feb 12, 2021 4:33:34 PM

TurboTax must submit their version of the form to the IRS for approval before they can release it to the public.   That usual takes 2-3 weeks.   TurboTax must conform to the IRS rules for e-file providers or risk being disqualified to be an e-file provider.